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iShares MSCI EAFE Growth ETF
EFG

Overview Fund Activity

908 hedge funds and large institutions have $14.3B invested in iShares MSCI EAFE Growth ETF in 2024 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 299 increasing their positions, 362 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
908
Holders Change
+42
Holders Change %
+4.85%
% of All Funds
13.13%
Holding in Top 10
78
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.5%
% of All Funds
1.13%
New
88
Increased
299
Reduced
362
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$89.5M
2
SA
Sanctuary Advisors
Indiana
+$48.7M
3
AA
Axiom Advisory
California
+$47.3M
4
EB
Eastern Bank
Massachusetts
+$45.3M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$39.9M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$268M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$154M
3
BlackRock
BlackRock
New York
-$105M
4
SFC
Strategic Financial Concepts
Texas
-$51M
5
LPL Financial
LPL Financial
California
-$34.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RF
551
RHS Financial
California
$649K +$649K +6,028 New
CIA
552
Choate Investment Advisors
Massachusetts
$649K – – –
MBT
553
Montecito Bank & Trust
California
$646K +$52.9K +491 +9%
Betterment LLC
554
Betterment LLC
New York
$641K +$6.57K +61 +1%
NWAG
555
Net Worth Advisory Group
Utah
$634K +$634K +5,890 New
MCA
556
MSH Capital Advisors
Arizona
$633K +$193K +1,791 +44%
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$631K -$57.4K -539 -8%
LFA
558
LGT Financial Advisors
Texas
$629K -$15.7K -146 -2%
MFG
559
MidWestOne Financial Group
Iowa
$629K +$30.8K +286 +5%
HCA
560
Harbour Capital Advisors
Virginia
$626K – – –
ABC
561
Associated Banc-Corp
Wisconsin
$619K +$51.2K +476 +9%
LWA
562
Lantern Wealth Advisors
New York
$605K +$311K +2,887 +106%
9WM
563
9258 Wealth Management
Ohio
$593K -$861 -8 -0.1%
VWWMG
564
Vermillion & White Wealth Management Group
Pennsylvania
$593K -$861 -8 -0.1%
SG
565
StoneX Group
New York
$593K -$17.4K -162 -3%
WTB
566
Washington Trust Bank
Washington
$593K -$538 -5 -0.1%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$592K -$541K -5,024 -48%
MFG
568
Magnus Financial Group
New York
$590K +$31K +288 +6%
SIA
569
SGL Investment Advisors
Montana
$587K +$587K +5,935 New
PCA
570
Pallas Capital Advisors
Massachusetts
$585K -$433K -4,219 -43%
SSWM
571
Sheets Smith Wealth Management
North Carolina
$584K -$1.29K -12 -0.2%
JSL
572
JT Stratford LLC
Georgia
$580K -$77.7K -722 -12%
GIA
573
Gladstone Institutional Advisory
Florida
$579K -$19.5K -181 -3%
BHIA
574
Birch Hill Investment Advisors
Massachusetts
$578K – – –
TPI
575
Trust Point Inc
Wisconsin
$577K +$15.6K +145 +3%
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